PlanSource Reviews & Product Details - Page 4

Plansource is a benefit administration system that allows for other software system to be integrated with. Review collected by and hosted on G2.com.

Plansource has presented some challenges for our benefit administration as the system can be slow, reports do not run as requested, and the system can be finicky with parameters for end users. I often find myself contacting our broker for assistance. Review collected by and hosted on G2.com.

What I like best is the ease of letting the system do all the work and get our employees enrolled in benefits. Once setup its pretty hands off for my department. Review collected by and hosted on G2.com.

Nothing really to dislike about the software. Only dislike is waiting for customization in the software and process due to our business model, but that's not fault to Plansource. Review collected by and hosted on G2.com.

The reporting is very robust and user-friendly. It tremendously helps to cut my time in report preparation, etc. since I can easily click on essentially any report necessary. And the benefit summary page for each employee is an easy, go-to view for each employee. Review collected by and hosted on G2.com.

I think from a member-perspective it could be more user-friendly. Also I would like a few more capabilities on the employer side that would limit how often I need to seek help from the PlanSource service team.

Open enrollment needs to only give the "enroll-annual" option and not also the "make changes to my benefits" option. It causes confusion.

Service would be better with one account manager/point of contact for each customer group. Review collected by and hosted on G2.com.

The customer service from Troy Farnell and the HCM Service Team is what I like the best about PlanSource. They are quick to help respond to any issue we have. Second, would be the product itself. It has improved our payroll, benefits and timekeeping experience, by integrating those functions. The interface is fairly easy to use, once you learn where everything is. The service is the best. Review collected by and hosted on G2.com.

We were disappointed with the implementation process. We felt we did not get the kind of advising we needed about PlanSource's capabilities and how best to set it up for our needs as a company and that caused a lot of problems the first year. I was very vocal with PlanSource about our disappointment and made recommendations to them on how they could improve the implementation experience. The have great customer service, however, and problems that could be fixed were fixed. And their customer service has been excellent ever since. I do feel that PlanSource has redeemed itself after the poor implementation experience. We have been very happy with it overall. Review collected by and hosted on G2.com.

Plan Source benefit admin system is a wonderful system to use. Very easy to use, easy set up and the team is wonderful to work with. Review collected by and hosted on G2.com.

It is a great system. I would recommend Plan Source. Review collected by and hosted on G2.com.

PlanSource is super easy to maneuver through. Review collected by and hosted on G2.com.

It's a platform that is hard to get to talk to a payroll platform when it's not used as a centralized platform. Review collected by and hosted on G2.com.

For our employees, having access to all of their benefit plans at any time truly provides a value add experience for not only the remote field employees but also their spouses. It helps reduce the number of calls that my department takes throughout the year questioning their benefit plans. Review collected by and hosted on G2.com.

The only downside to PlanSource is the inability to connect with our current Payroll provider. Granted, we knew this going into the implementation and was not a deal breaker for us. We needed to streamline our benefits process and this provided us an avenue to do so. Review collected by and hosted on G2.com.

I like that I can manage my employee benefits accounts with ease. I also like the quick response feedback I receive from PlanSource administrators when I'm in need of assistance. Review collected by and hosted on G2.com.

I don't like that the program cannot correspond certain changes to certain carriers when updated in the system - I have to fill out an excel spreadsheet and send it to be manually entered. Review collected by and hosted on G2.com.

The group does not need much assistance with beenfits administration throughout the year. Review collected by and hosted on G2.com.

It's complicated to run a simple census, and the experience I had with last years renewal was unforgivable Review collected by and hosted on G2.com.

I like that it shows your previous year selections; makes it easy for you to decide to keep those same benefits or change to a different plan. I also like that it shows your total deduction per pay period as you select your benefits Review collected by and hosted on G2.com.

it can be a little confusing selecting benefits; more explanations would be great Review collected by and hosted on G2.com.